Installation & Configuration

Published on February 9, 2026 BYOB

System Requirements

To ensure a smooth setup, confirm your environment meets the following criteria:

1. Salesforce Edition: Enterprise, Unlimited, or Developer Edition.
2. User Interface: Salesforce Lightning Experience required.
3. Object Support: Compatible with both standard and custom object record pages.

Installation Instructions

1. Locate the installation link: Contact us at info@codeylabs.com for installation url.
2. Log in: Sign in to the Salesforce org where you want to install the package.
3. Security settings: Select Install for All Users, review and accept the terms, then click Install.
4. Completion: Follow the on-screen prompts to complete installation. Once finished, confirm that your licenses are active for the newly installed components.

Mandatory Initial Setup

Important: These steps are required to enable branding. If skipped, custom colors and branding elements will not appear on your record pages, even if the components are correctly placed.

1. Navigate to Custom Settings: Go to Setup > Custom Settings.
2. Access Elements: Locate Byob Elements and click Manage.
3. Define organization defaults: Under "Default Organization Level Value", click New.
4. Configure fields: Enter the following values exactly as shown:
5. PSC_normalViewElement: windowViewMode-normal
6. PSC_consoleViewElement: windowViewMode-maximized
7. Save: Click Save to apply the configuration.

Knowledge Article Number: KA-00074